TaxPlan360™ Bookkeeping Setup

Good bookkeeping isn’t just about keeping records. When done right, it’s the foundation of a tax strategy that helps you keep more of what you earn. Our TaxPlan360™ Bookkeeping Setup with Tax Planning in Mind is built for business owners who want clarity, compliance, and confidence all year long — not just at tax time.

Why TaxPlan360™ Setup is Different

Most bookkeepers just get your books “organized.” We go further.

• Tax-Ready Structure: Your chart of accounts is customized to highlight deductions, separate taxable income streams, and track tax liabilities in real time.
• Strategic Categorization: We align your expense categories with IRS guidelines and tax form structure, so nothing is missed come tax season.
• Year-Round Tax Insights: From day one, your books will be ready to paint a clear picture of, “How am I saving money?” instead of “What do I owe?”

What’s Included in Our TaxPlan360™ Services:

• Our QuickBooks are Your QuickBooks – our pricing automatically includes it!
• Integration with Your Bank, Credit Cards & Apps
• Monthly Reconciliation & Adjusting Journal Entries when needed, including yearly adjustments such as Retained Earnings
• Expense Categorization that makes it super simple to track your tax saving strategies
• Beginning Balances & Historical Cleanup (if needed)
• Basic Financial Reports — Set Up & Ready to Run